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Vident Advisory’s CSW Industrials CSW Stock Holding History

Vident Advisory’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-867
Closed -$250K – 1663
2025
Q2 		$250K Sell
867
-357
-29% -$108K ﹤0.01% 1390
2025
Q1 		$357K Buy
+1,224
New +$397K 0.01% 1201
2024
Q4 		– Sell
-1,594
Closed -$584K – 1472
2024
Q3 		$584K Buy
1,594
+451
+39% +$141K 0.01% 849
2024
Q2 		$303K Sell
1,143
-1,248
-52% -$310K 0.01% 1123
2024
Q1 		$561K Buy
2,391
+500
+26% +$111K 0.01% 776
2023
Q4 		$392K Buy
+1,891
New +$343K 0.01% 892

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vident Advisory's CSW Position: Q3 2025 in Review

Vident Advisory sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 867 shares — an estimated $250K sold.

Vident Advisory first reported a position in CSW in Q4 2023 and held it in 6 quarters. The position peaked at $584K in Q3 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

  • Vident Advisory reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
  • Vident Advisory sold 867 CSW Industrials shares in Q3 2025, an estimated $250K.
  • Vident Advisory first reported a position in CSW Industrials in Q4 2023 and held it in 6 quarters.
  • Vident Advisory's CSW Industrials position peaked at $584K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Vident Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.